The Harvest Group is a multi-generational family team of CERTIFIED FINANCIAL PLANNERS™ that takes a long-term perspective to growing individual and family wealth. The firm’s fiduciary duty is to always act in the client’s best interest, and they understand from first-hand experience that family wealth management is not just about money, but often involves complex, non-financial issues that include family dynamics, amicable conflict resolution, family business succession planning, and more. The Harvest Group offers comprehensive wealth management services through their proprietary Wealth Management for Life™ process plus à la carte Investment Management, Financial Planning, and Insurance services.
Financial Planning: At The Harvest Group, we are dedicated to helping our clients cultivate a strong financial future and achieve the freedom that comes with making the right financial decisions. We help individuals from all walks of life attain certainty in their financial decisions – and the satisfaction and peace of mind that comes with it.
As a multi generational team of CERTIFIED FINANCIAL PLANNERS™, we provide fee-only financial planning advice that can help you gain clarity about your financial future. This includes answering exclusive questions about your current financial status, future goals, and the complex challenges that comes with planning for the future. We’ll show you what it takes to maximize your retirement savings, establish appropriate cash reserves, allocate your investment portfolio, and protect your goals at each stage of your life.
Investment Management: The Harvest Group provides full discretionary portfolio management services to regional, national, and international clients. Our experienced CFP® Advisors work with you to develop a custom investment strategy that will help meet your needs now and into the future.
By getting to know you, we construct a personalized portfolio that is properly aligned with your risk tolerance, starting capital, and future goals. Our CFP® Advisors will meet with you regularly to determine that the asset allocation continues to be appropriate to meet your goals at a comfortable level of risk.
Wealth Management: As a multi generational family team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group is dedicated to working with individuals and families to help them achieve their financial objectives. We provide individuals, families, and family businesses comprehensive, personalized wealth management solutions which we call Harvest Wealth Management for Life™.
Retirement Planning: Retirement should be a period of enjoyment and relaxation and should not be spent worrying about investments, market volatility, protecting your family, or running out of money.
At The Harvest Group, what we do will influence generations to come. We believe that planning for retirement requires expert advice and long-term planning. That is why Harvest Wealth Management for Life™ takes a comprehensive approach to retirement planning, beginning with a Discovery meeting that identifies your goals, vision, and timelines. As your financial coordinator, we will work with your other professional advisors to complete a comprehensive wealth management plan. We then expertly advise you on financial strategies that are best suited to helping you achieve your retirement goals.
Wealth Management: As a multigenerational family team of CERTIFIED FINANCIAL PLANNERS™, The Harvest Group is dedicated to working with individuals and families to help them achieve their financial objectives. We provide individuals, families, and family businesses comprehensive, personalized wealth management solutions which we call Harvest Wealth Management for Life™.
Industry statistics indicate that while nearly all Financial Advisors provide investment management services, only 7% offer ongoing assistance with the planning and management of the non-investment parts of your financial life.